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18 results found

  1. Report Templates - Livestock trading statement

    117 votes

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    submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Babs Bright commented  · 

    At present Xero is not user friendly for our farming clients

    Babs Bright supported this idea  · 

  2. Reports - Add quantity column to reports

    247 votes

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    23 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  3. NZ Tax - List view of all open Client Tax Returns

    28 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  4. NZ Tax - Ability to import settlor information to IR6

    36 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  5. NZ Tax - Ability to identify payment plan with IR

    32 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  6. NZ Tax - Correct amount when provisional tax unpaid & provisional date has passed

    58 votes

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    submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

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    Babs Bright commented  · 

    currently inaccurate recording per IRD

    Babs Bright supported this idea  · 

  7. NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners

    35 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  8. NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code

    70 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  9. Practice Manager - Highlight/banner for notes

    154 votes

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    14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for sharing how we could improve Xero Practice Manager for your use. We understand wanting to highlight important client information to make this more prominent and how it'd help your team stay aligned and provide the best possible service to your clients.

    Please know that your feedback has been shared with our product team. Right now, we're making improvements to centralise the experience across XPM and HQ, bringing clients under one umbrella with Xero Partner Hub.

    Atm we don't have direct plans for enabling the ability to highlight notes but we'll continue to review this as we keep developing this space.

    We appreciate your passion and your partnership in helping us build the best possible practice management solution, and will share if there are any updates.

    Babs Bright supported this idea  · 

  10. Practice Manager | Clients - Date of death field for client details

    257 votes

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    28 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to share an update on this idea with you all - As announced at Xerocon there are exciting changes coming for practices with Xero Partner Hub!

    With the Xero Partner Hub you'll have a unified client and staff experience. We'll be providing some additional Client detail fields including Date of Death for Individual / Sole Trader business structures.

    This'll be rolling out to all Xero partners in early 2026, with the beta being available from November, starting in Australia and New Zealand - Find out more on our website

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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  11. Practice Manager - Audit trail for client history

    297 votes

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    33 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.

    As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.

    History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here

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    Babs Bright commented  · 

    important for identifying training areas and reduction of errors

    Babs Bright supported this idea  · 

  12. NZ Tax - Edit payment schedule on tax return

    36 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Babs Bright commented  · 

    need accuracy as per IRD expectation

    Babs Bright supported this idea  · 

  13. NZ Tax - Ability to calculate income tax for part year returns

    57 votes

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    8 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.

    I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.

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    Babs Bright commented  · 

    Need to be able to give client accurate information as per IRD calculations

    Babs Bright supported this idea  · 

  14. New Zealand Tax - Summarised Consolidated Tax Position

    46 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    in house time saver and easy check for potential changes such as refund transfers

    Babs Bright supported this idea  · 

  15. NZ tax - Run an exportable report on outstanding & mismatched transfers/refunds

    51 votes

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    submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    can affect uomi interest calcs

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    Babs Bright commented  · 

    to save time and interruption to workflow

    Babs Bright supported this idea  · 

  16. NZ Tax - Tax Payments (Notices) generated for Working for Families

    43 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    Client needs to see what and how their claim is calculated

    Babs Bright supported this idea  · 

  17. NZ Tax - Improved tracking and matching of Transfers in Tax Statements

    51 votes

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    6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for supporting this idea, everyone.

    While we know this isn't a perfect solution, the current workaround is to manually track these transfers and we have some help on doing this within Xero Central.

    While we understand the desire for improvements to this process, we want to be upfront that this isn't in our current roadmap.

    As you may have heard from our recent Xerocon announcements there are lots of exciting improvements coming within the Practice space over the coming months that we our teams are developing for.

    While we will move the idea to Not in pipeline, should there be any change around this we will be sure to share with you here.

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    Babs Bright commented  · 

    This has an affect of UOMI interest at times

    Babs Bright supported this idea  · 

  18. XPM notes made in Tax Statements & Payments need indicator & roll forward option

    49 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    need to be able to track adjustments & changes

    Babs Bright supported this idea  ·